Co-op/Intern: Wealth Admin & Client Coordination

BDO; Canada; On-site; CAD 34,000 - 56,000; Part time

Job summary

BDO Canada is seeking a Co-op/Intern in Wealth Management for January 2027 start, offering a 4- or 8-month term. You will coordinate client meetings, perform data entry and clerical tasks, and support staff while learning our systems like iFirm.

You will develop professional relationships with clients and internal teams, demonstrating integrity, respect and collaboration as you grow your skills and contribute to a high-quality service experience.

Qualifications

• Pursuing an undergraduate degree
• Proficiency with the Microsoft Office suite is required
• Desire to provide outstanding client service and a commitment to teamwork
• Ability to prioritize workload and the flexibility to manage multiple tasks
• Proven leadership skills and can take initiative to seek understanding
• Excellent attention to detail
• Ability to work independently and as part of a team
• Ability to work in a deadline-driven work setting and deal with confidential & time-sensitive information
• Desire to learn and take on new challenges

Responsibilities

• Coordinate client meetings and scheduling, communicating professionally with clients and internal stakeholders to ensure a seamless experience
• Demonstrate strong coordination and organizational skills, bringing together clients, internal teams, and multiple priorities while maintaining strong attention to detail
• Perform clerical duties such as preparing correspondence, photocopying, scanning, coordinating mass mailings to clients, and distributing internal mail within the office
• Perform data entry duties while maintaining a high level of accuracy and attention to detail
• Collect data, generate reports, and update various internal software systems
• Intake, organize, and maintain client data and information, including filing and storing information using iFirm and other BDO systems and tools
• Support professional and administrative staff with various tasks and requests as needed
• Develop and maintain productive working relationships with internal and external stakeholders

Skills

Coordination skills

Attention to detail

Teamwork

Leadership

Prioritization

Time management

Independent work

Communication

Education

Pursuing an undergraduate degree

Tools

Microsoft Office

Job description

BDO Canada is seeking a Co-op/Intern in Wealth Management for January 2027 start, offering a 4- or 8-month term. You will coordinate client meetings, perform data entry and clerical tasks, and support staff while learning our systems like iFirm.

You will develop professional relationships with clients and internal teams, demonstrating integrity, respect and collaboration as you grow your skills and contribute to a high-quality service experience.